Private Banker

Sunflower Bank Mortgage Lending; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Houston, TX is seeking a Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families.

As a trusted advisor, you will manage client relationships across the bank, leveraging resources to proactively recommend solutions and drive client goals and wealth growth. Collaborating with Wealth Management Partners and specialists, you will identify planning opportunities, monitor accounts, and aim to grow deposits, credit origination,

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7+ years in financial services with High-Net-Worth individuals and families.
• Must have strong sales skills and drive to pursue opportunities.
• High level of emotional intelligence and ability to read situations accurately.
• Business development, COI development and creative networking skills.
• Strong understanding of banking and lending products.
• Ability to understand complex financial statement presentations.
• Must be able to work flexible hours with an expected minimum of 40 hours per week.

Responsibilities

• Expand the Bank's client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
• Deliver high quality client service and appropriate recommendations to address unmet needs to acquire new clients and enhance existing relationships.
• Work closely with Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Collaborate with specialists to connect clients to experts for specialized financial needs.
• Monitor the performance of client accounts and make recommendations to help clients meet goals.
• Manage private banking loan portfolio and review portfolio quality for unfavorable trends.
• Achieve goals for deposit growth, credit origination, and assets under management.
• Follow lending procedures and perform adequate credit analysis.
• Work with wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.

Skills

Strong sales skills

Emotional intelligence

Business development

COI development

Networking skills

Banking & lending products

Financial statement analysis

Education

Bachelor's Degree in Accounting, Finance, or related field

7+ years in financial services with High-Net-Worth clients

Job description

Description

Houston, TX. The Private Banker position is responsible for building and enhancing long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients' relationships across the organization, leveraging the diverse resources of the company to proactively recommend solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship (e.g., deposit, credit, wealth management).

• Responsible for expanding the Bank's client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
• Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
• Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs.
• Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
• Manage private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends.
• Achieve set goals for deposit growth, credit origination, and assets under management.
• Follow established lending procedures and perform adequate credit analysis.
• Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.

Description

Sunflower Bank, N.A. is looking for a Private Banker to join our growing team in Houston, TX.

The Private Banker position is responsible for building and enhancing long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients' relationships across the organization, leveraging the diverse resources of the company to proactively recommend solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship (e.g., deposit, credit, wealth management).

• Responsible for expanding the Bank's client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
• Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
• Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs.
• Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
• Manage private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends.
• Achieve set goals for deposit growth, credit origination, and assets under management.
• Follow established lending procedures and perform adequate credit analysis.
• Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.

Pay is dependent on knowledge, skills, abilities, experience and location

Education/Experience Preferred

• Bachelor's Degree in Accounting, Finance, or other related field.
• Must possess 7 or more years of experience in financial services with High-Net-Worth individuals and families.
• Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
• Must possess a high level of emotional intelligence and the ability to read situations accurately.
• Must possess business development, COI development and creative networking skills.
• Strong understanding of banking and lending products.
• Ability to understand complex financial statement presentations.
• Must be able to work flexible hours with an expected minimum of 40 hours per week.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates Enjoy Outstanding Benefits, Including

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

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